SmarterMarkets™ cover image

When Markets Break Episode 3 | Arjun Murti, Former Head of Energy Equity Research, Goldman Sachs

SmarterMarkets™

00:00

I'm Not Always the Bullish Person, I'll Be the Bearish Person

When you say prices are going to spike or hit a super spike, you're implying that they're not going to stay there for long. You know, and that's typically what we see in commodity markets: Prices move that creates a lot of demand destruction. And then the prices collapse back. I was just curious, you know, what did you make of the swiftness of the collapse of how quickly things came apart? Right. We cut our forecasts three times in pretty quick succession. It is what it is.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app